AVP, Financial Planning & Analysis

Harrison Street • Chicago, IL

10d • $125,000 - $200,000

About The Position

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies. Harrison Street is seeking an Assistant Vice President, Financial Planning & Analysis (FP&A) to join the firm’s Finance team in Chicago. The AVP will support the corporate financial planning, budgeting, forecasting, and reporting process helping to drive timely and accurate financial insights across the firm. This role will report to the Director of Financial Planning & Analysis. This individual will work closely with senior leadership and business line heads to provide insights that drive growth, improve operational efficiency, and support informed, data-driven financial strategies. The ideal candidate brings deep experience in financial analysis, modeling, and reporting within a real estate investment or asset management environment.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• 5+ years of progressive experience in FP&A or corporate finance; title will be based on years of applicable work experience
• Demonstrated expertise leading financial planning, budgeting, and reporting processes for complex, multi-entity organizations.
• Ability to identify problems, analyze information and propose solutions are important skills for this role.
• Strong proficiency in Excel and financial systems (experience with NetSuite, NSPB, SmartView, or similar tools preferred).
• Excellent communication and presentation abilities, with the capability to effectively convey complex financial concepts to senior executives and non-financial stakeholders.
• Proven ability to manage multiple priorities and thrive in a fast-paced, collaborative environment.

Responsibilities

• Support the corporate budgeting and forecasting processes, ensuring alignment with Harrison Street’s overall strategic and financial objectives.
• Assist in long-term financial planning, including scenario and sensitivity analyses.
• Collaborate with Accounting to ensure accurate financial reporting and a clear understanding of forecast-to-actual variances.
• Establish strong relationships within the Firm and provide partnership and support in developing department level annual budgets and updates for the forecasts.
• Enhance and maintain FP&A tools, models, and systems to improve accuracy, scalability, and efficiency.
• Automate (to the extent possible) budget and forecasting processes.
• Prepare monthly and quarterly management reports, including performance summaries, KPIs and variance analysis.
• Analyze and interpret financial results, identifying opportunities to optimize performance and support business objectives.
• Assist in preparing materials for internal and external stakeholders
• Contribute to ongoing process improvement in financial processes, reporting, and data analytics capabilities.
• Partner cross-functionally with teams across the firm to align financial strategies with the Firm’s goals.
• Provide analytical and reporting support to various business units and senior leaders.
• Other duties as assigned.

Benefits

• In addition to base salary, total compensation at Harrison Street includes a generous discretionary bonus, along with a comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level